Before You Begin
To update your company profile, you’ll need to be an Admin or have the “Manage Company Settings” permission enabled on your account. If you try to access this page and don’t see an option to edit, reach out to your account Admin to request the appropriate access.
Where to Find Your Company Profile
All of your business and contact details live in one place. To get there, go to Settings → Account → Company Profile in your D-Tools Cloud account.
From here you can update your business name, address, phone number, primary contact, and more — all without needing to contact anyone on our team.
Settings → Account → Company Profile
💡Tip: Changes to your Company Name and Business Address are saved automatically. When entering an address, select one of the suggested addresses to automatically populate related address fields and help ensure accuracy.
Updating Your Business Name
Open Company Profile.
Edit the Business Name field.
Save your changes.
Your business name appears on client-facing documents such as proposals and invoices, as well as account and billing records.
💡 Tip: If you’ve recently rebranded or changed your legal business name, it’s a good idea to update your billing contact and D-Tools Payments deposit account information at the same time, those should all reflect the same entity name for consistency.
Update Your Business Address
Open Company Profile.
Begin typing your address in the Address Line 1 field.
Select the correct address from the suggested results that appear.
Review the remaining address fields and make any adjustments if needed.
Changes are saved automatically and reflected on proposals, invoices, and other client-facing documents.
Update Your Account Owner
The Account Owner is the primary administrator for your D-Tools Cloud account and has access to all company settings, users, and account management features.
To update the Account Owner:
Open Company Profile.
Locate the Account Owner field.
Select the appropriate user from the list.
Settings → Account → Company Profile
💡Tip: The Account Owner can be updated directly from the Company Profile page (see above). If the new owner does not yet have a D-Tools Cloud user account, first follow the steps in How to Invite an Office User. For additional ownership transfer scenarios and detailed guidance, see How to Update Your Account Owner.
🚨 Important: Updating the Account Owner in D-Tools Cloud does not automatically update the contacts we use for subscription renewals, billing, invoices, or other account communications. If you need to update those contacts, please email cscloudteam@d-tools.com with the updated contact information.